Lederer & Associates Investment Counsel CA Boosts Stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Lederer & Associates Investment Counsel CA boosted its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 100.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 27,841 shares of the company’s stock after acquiring an additional 13,933 shares during the quarter. Lederer & Associates Investment Counsel CA’s holdings in Schwab U.S. Aggregate Bond ETF were worth $632,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of SCHZ. Charles Schwab Trust Co increased its position in Schwab U.S. Aggregate Bond ETF by 103.4% during the fourth quarter. Charles Schwab Trust Co now owns 5,898,795 shares of the company’s stock valued at $133,903,000 after acquiring an additional 2,998,174 shares during the last quarter. Total Wealth Planning LLC grew its holdings in Schwab U.S. Aggregate Bond ETF by 113.8% during the fourth quarter. Total Wealth Planning LLC now owns 3,569,169 shares of the company’s stock valued at $81,020,000 after purchasing an additional 1,900,153 shares during the period. McAdam LLC grew its holdings in Schwab U.S. Aggregate Bond ETF by 94.4% during the fourth quarter. McAdam LLC now owns 2,768,143 shares of the company’s stock valued at $62,837,000 after purchasing an additional 1,344,215 shares during the period. Hengehold Capital Management LLC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 109.0% in the fourth quarter. Hengehold Capital Management LLC now owns 2,088,600 shares of the company’s stock worth $47,411,000 after acquiring an additional 1,089,385 shares during the period. Finally, BlueSky Wealth Advisors LLC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 105.0% in the fourth quarter. BlueSky Wealth Advisors LLC now owns 2,041,533 shares of the company’s stock worth $46,343,000 after acquiring an additional 1,045,592 shares during the period.

Schwab U.S. Aggregate Bond ETF Stock Down 0.2 %

NYSEARCA SCHZ opened at $22.83 on Monday. The business has a 50-day moving average price of $22.85 and a 200-day moving average price of $23.19. Schwab U.S. Aggregate Bond ETF has a twelve month low of $22.26 and a twelve month high of $24.15.

Schwab U.S. Aggregate Bond ETF Company Profile

The Schwab U.S. Aggregate Bond ETF (SCHZ) is an exchange-traded fund that is based on the Bloomberg U.S. Aggregate Bond index. The fund tracks a broad index of U.S. investment grade fixed income securities, including corporate, government, and mortgage-backed securities. SCHZ was launched on Jul 14, 2011 and is managed by Charles Schwab.